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Rogelio H

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Rogelio Hernandez Sandoval is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at TIAA-CREF and Public Service Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Shannon W

Series 63, Series 66

Bossier City, LA

Empower Advisory Group

Shannon Wheeler is a financial advisor with Empower Advisory Group in Bossier City, LA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and at Valic Financial Advisors since 2016. Outside of his advisory role, he manages Software Works Consulting, LLC, a business focused on website building and computer maintenance. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as for IRA and retail brokerage clients, using integrated services tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Kimberly T

Series 66, Series 63

Humble, TX

Empower Advisory Group

Kimberly Turner is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations, with 17 years of industry experience. She previously worked at GWFS Equities, Inc/Great West Life & Annuity Insurance Company for 16 years before joining Empower Financial Services and then Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base with a distinctive integration across affiliated Empower entities.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael O

Series 63, Series 65

Cascade, IA

Empower Advisory Group

Michael Otting is a financial advisor with Empower Advisory Group in Cascade, IA, holding Series 63 and Series 65 licenses and over 23 years of industry experience. His work history includes roles at GWFS Equities, Inc., Prudential Customer Solutions LLC, Global Portfolio Strategies, Inc., and Prudential Investment Management Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time financial plans and offers optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Robert M

Series 65, Series 63

Lowell, NC

Empower Advisory Group

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 65 and Series 63 designations and four years of industry experience. His prior work includes roles at New York Life Insurance Co., JPMorgan Chase Bank, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel F

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Daniel Ferszt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with GWFS Equities Inc / Great West Financial since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brendan M

Series 66

Baltimore, MD

Empower Advisory Group

Brendan Mullally is a financial advisor with Empower Advisory Group in Baltimore, MD, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of his advisory work, he is involved as a lacrosse coach. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael K

Series 63, Series 65

Lancaster, PA

Empower Advisory Group

Michael Kreider is a financial advisor with Empower Advisory Group in Lancaster, PA. He holds Series 63 and Series 65 licenses and has been with Empower since 2026. His prior experience includes self-employment and roles at Canthodel Holdings Inc and Millersville University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Mark D

Series 66

Fostoria, OH

Empower Advisory Group

Mark Dunfee is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones from 2014 to 2021. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Daniel W

Series 63, Series 65

Knoxville, TN

Empower Advisory Group

Daniel Wagner is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial and Woodbury Financial Services. Wagner is based in Knoxville, Tennessee. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Alexis C

Series 66, Series 63

Lansing, MI

Empower Advisory Group

Alexis Cabrera is a financial advisor at Empower Advisory Group with two years of industry experience. They hold the Series 66 and Series 63 designations. Prior to joining Empower, Alexis worked at Northwestern Mutual in various roles and has experience with the State of Michigan Department of Treasury. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Nicholas R

Series 63, Series 65

Kansas City, KS

Empower Advisory Group

Nicholas Rawlings is a financial advisor with Empower Advisory Group based in Kansas City, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investment Services Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Patricia Nicole Q

Series 66, Series 63

Greenwood Village, CO

Empower Advisory Group

Patricia Nicole Quierrez is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 66 and Series 63 designations. Her prior work includes roles at Wells Fargo Clearing Services, E*TRADE Securities, and Riversource Distributors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael H

Series 66

Auburn, AL

Empower Advisory Group

Michael Hudson is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at SunTrust Advisory Services, LLC and SunTrust Investment Services, Inc. for eight years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm offers financial plans focused on long-term portfolio returns and savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Bruce I

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Bruce Inscoe is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Advised Assets Group LLC since 2017 and previously at Gwfs Equities, Inc. from 2014 to 2017. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Wilfredo D

Series 66, Series 63

Fresh Meadow, NY

Empower Advisory Group

Wilfredo De Jesus Jr. is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is involved in automotive businesses, including owning and administering car rental and auto sales companies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Tariq B

Series 63, Series 65

Overland Park, KS

Empower Advisory Group

Tariq Butt is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at GWFS Equities, Inc. and multiple divisions of J.P. Morgan since 2005. Outside of advising, he has a role as a co-owner managing financial decisions related to rental properties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model tied to Empower’s platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brad M

Series 63, Series 65

Tolland, CT

Empower Advisory Group

Brad Murphy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Gwfs Equities, Inc., Prudential Customer Solutions LLC, Prudential Investment Management Services LLC, The Prudential Insurance Company of America, and Voya Financial Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model incorporates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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John S

Series 65, Series 66

Franklin, TN

Empower Advisory Group

John Swanson is a financial advisor at Empower Advisory Group with Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Empower, he worked in the retail and beverage sectors, including positions at Wines Off Wynkoop and Wallaby's Liquor Warehouse. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, leveraging an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to advisor headcount.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Chris S

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Chris Schafersman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF and Tiaa since 2011 and has been involved with Lyft and Uber as a rideshare driver. Additionally, he manages 5th Season, a family-owned lawn care business, and Wuduwerks, which creates and sells handcrafted woodworking pieces. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers point-in-time financial plans alongside optional managed account solutions, operating within a model integrated with Empower’s administrative and recordkeeping platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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